Seasoned financial advisors working with executives in Rockingham, NC

Brett Webb is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Bank of America, Merrill, Wells Fargo Clearing, and Wells Fargo Advisors. He is also involved with Brightleaf Wealth Management, a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

William Barnes is a financial advisor at Acrylic Financial, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Verity Asset Management, Teacher's Pension Inc., and WSB & Associates, Inc. Outside of his advisory role, Barnes is the CEO and founder of WSB & Associates, an insurance agency, and also works as an insurance agent at Teacher's Pension and Insurance Services, Inc. Acrylic Financial, Inc. provides portfolio management and financial planning to individuals, other advisers, corporations, and pooled investment vehicles. The firm combines asset-allocation frameworks with active momentum and moving-average models, offering both discretionary and non-discretionary management tailored to client goals and risk tolerance.

Philip Stone is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. The firm serves more than four million individual and institutional clients, including households across the wealth spectrum, pension and profit-sharing plans, corporate clients, and charitable organizations. Edward Jones offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marc Humann is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Truist Advisory Services and its affiliated entities since 2018 and has served as a commissioner for the Rockingham Housing Authority since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary management supported by third-party platforms and AI-enabled research tools.

Kisha Ellerbe is a financial advisor with Credit Union Investment Services, holding Series 65 and Series 63 credentials and nine years of industry experience. She has worked with Members Trust Company since 2018 and has been involved with multiple entities affiliated with State Employees' Credit Union since 1997, including SECU Life Insurance and SECU Brokerage Services. Credit Union Investment Services serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and asset allocation advice. The firm operates within the credit union ecosystem, emphasizes a long-term investment horizon using low-cost mutual funds and ETFs, and employs salaried advisors who do not receive commissions.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.